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2,062 hedge funds and large institutions have $147B invested in Boeing in 2019 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 849 increasing their positions, 845 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $139B → $147B (+$7.65B)

1% more funds holding in top 10

Funds holding in top 10: 169170 (+1)

0.48% more ownership

Funds ownership: 68.15%68.63% (+0.48%)

0% more repeat investments, than reductions

Existing positions increased: 849 | Existing positions reduced: 845

2% less funds holding

Funds holding: 2,1032,062 (-41)

21% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 130

24% less call options, than puts

Call options by funds: $5.39B | Put options by funds: $7.11B

Holders
2,062
Holders Change
-41
Holders Change %
-1.95%
% of All Funds
45.22%
Holding in Top 10
170
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.59%
% of All Funds
3.73%
New
103
Increased
849
Reduced
845
Closed
130
Calls
$5.39B
Puts
$7.11B
Net Calls
-$1.71B
Net Calls Change
+$43.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
376
World Asset Management
Michigan
$14.7M +$441K +1,234 +3%
ADEF
377
Adams Diversified Equity Fund
Maryland
$14.7M -$4.86M -13,600 -26%
SYBT
378
Stock Yards Bank & Trust
Kentucky
$14.6M -$899K -2,514 -6%
NM
379
Nokota Management
New York
$14.3M -$27.6M -77,114 -67%
BFIM
380
Beese Fulmer Investment Management
Ohio
$14.2M +$343K +959 +3%
FMLI
381
Fukoku Mutual Life Insurance
Japan
$14.1M
DCM
382
Dupont Capital Management
Delaware
$14M -$3.11M -8,702 -19%
PWP
383
Principle Wealth Partners
Connecticut
$13.9M +$9.87M +27,601 +311%
WAS
384
Wesleyan Assurance Society
United Kingdom
$13.8M
LSV Asset Management
385
LSV Asset Management
Illinois
$13.8M -$35.7K -100 -0.3%
FFSOTS
386
Fiduciary Financial Services of The Southwest
Texas
$13.7M -$931K -2,605 -7%
AWG
387
Alpha Wave Global
New York
$13.7M +$12.8M +35,893 New
CCMD
388
Cypress Capital Management (Delaware)
Delaware
$13.6M +$2.15M +6,015 +20%
PAM
389
Premier Asset Management
Illinois
$13.6M +$677K +1,893 +6%
DC
390
Davenport & Co
Virginia
$13.5M -$135K -379 -1%
SBIA
391
Sheaff Brock Investment Advisors
Indiana
$13.4M -$917K -2,566 -7%
GCM
392
Graham Capital Management
Connecticut
$13.3M +$3.57M +10,000 +40%
Brown Advisory
393
Brown Advisory
Maryland
$13.2M +$863K +2,415 +7%
MME
394
Meag Munich Ergo
Germany
$13.2M +$5.22M +14,593 +73%
WIA
395
Wealthstreet Investment Advisors
Texas
$13.2M +$10K +28 +0.1%
PL
396
Plancorp LLC
Missouri
$13.1M +$15K +42 +0.1%
PP
397
Palladium Partners
Virginia
$13.1M +$1.12M +3,143 +10%
AW
398
ACG Wealth
Georgia
$13.1M -$1.52M -4,241 -11%
COPPSERS
399
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$13M +$1.26M +3,537 +12%
Mercer Global Advisors
400
Mercer Global Advisors
Colorado
$13M -$1.21M -3,388 -9%

BA Hedge Fund Activity: Q3 2019 in Review

2,062 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Boeing (BA) for Q3 2019, worth a combined $147B — up 5.5% from $139B a quarter earlier.

Sellers outnumbered buyers: 130 funds closed out of BA and 103 opened new positions — a net loss of 27 holders — while 845 trimmed existing stakes and 849 added.

The largest buyer was Capital World Investors, adding an estimated $2.49B. The largest seller was Fidelity Investments, cutting an estimated $885M.

  • 2,062 institutional investors held Boeing (BA) as of Q3 2019, down from 2,103 in Q2 2019.
  • Funds reported $147B of Boeing stock for Q3 2019, up 5.5% quarter-over-quarter.
  • 103 funds opened new Boeing positions in Q3 2019 and 130 closed out, a net change of -27 holders.
  • The largest Boeing buyer in Q3 2019 was Capital World Investors, an estimated $2.49B added.
  • The largest Boeing seller in Q3 2019 was Fidelity Investments, an estimated $885M sold.

Based on aggregated 13F filings for Q3 2019.